Monash Investors
Small Companies Fund

 

Existing Investor Portal Registration

To self-register online for web portal access click here

You will need the following details handy to complete the registration process:

– Your Investor / Portfolio Number;
– The fund name you have invested in;
– Registered Name of your Account; and
– Your contact details including your email address and mobile number that we hold on file (After you’ve selected Australia +61, please enter full mobile number 04…..)

A common area where investors face troubles during the registration process is the name component as it will only accept ‘part of the registered name’. For example, if the name on an account is John Smith or John Smith Pty Ltd, you could just enter in ‘Smith’ or ‘Smi’ for the name component of the registration process.

Alternatively, please advise if there is a different error message that shows or contact Apex Fund Services on 1300 133 451 if you are still facing troubles with self-registration and we will be able to assist you further.

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Terms and Conditions
The following information is only available to Wholesale Clients. By clicking the Agree button below you are confirming that you are a Wholesale Investor as defined by the Australian Corporations Act.
TERMS & CONDITIONS
What is a financial services licensee? A person or entity is a financial services licensee if they hold an Australia financial services licence issued pursuant to the Corporations Act 2001
BY CLICKING ON 'I AGREE', I DECLARE I AM A FINANCIAL SERVICES LICENSEE AS DEFINED IN THE CORPORATION ACT 2001.
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The following information is only available to Sophisticated or Wholesale Investors. By submitting your details you are confirming that you are a Wholesale Investor as defined by the Australian Corporations Act.

Once you have submitted the form you will be able to download the PDS
Terms and Conditions